Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,784 | $63,773+25.1% | $81,286-1.8% | $80,925-1.4% |
| Participation rate | 97.4% | 63.9%+33.5pp | 69.5%+27.8pp | 67.7%+29.7pp |
| Annual return | 12.71% | 16.37%-3.7pp | 24.80%-12.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,668 | $1,979+34.8% | $2,463+8.3% | $2,756-3.2% |
| Participant deferral / active EE | $5,089 | $3,093+64.5% | $3,883+31.0% | $4,299+18.4% |
| Admin fee / account holder | $15,004 | $5,682+164.1% | $5,764+160.3% | $6,940+116.2% |